NETWEALTH

Financial planning

Funds under administration has reached $52 billion in the most recent quarter, a 52.7% increase from a year ago....

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Financial planning

Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...

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Financial planning

The use of technology has given 28% of financial advice businesses a leg up when it comes to improving the affordability of advice, according to a report. ...

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Financial planning

Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....

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Funds management

The average wrap account held over $1 million with the firm feeling well-positioned to take advantage of the changing advice landscape....

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Financial planning

Advisory firms are spending an average of $10,000 per employee on technology but much of this has only one use or is overlapping with existing systems, according to Netwe...

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Financial planning

One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...

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Funds management

Record annual net inflows of $9.8 billion has seen the platform reach almost $50 billion in funds under administration....

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Financial planning

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

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Funds management

Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...

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Financial planning

The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....

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Funds management

Netwealth’s funds under administration reached $40.7 billion as of mid-February and the board has declared a fully franked dividend of 9.06 cents per share. ...

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Funds management

Netwealth’s funds under administration net inflows increased 36.1% last year to $9.2 billion. ...

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Financial planning

Recommending a super or investment platform is providing financial product advice and advisers need to make sure they meet the needs and objectives of clients, according ...

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Financial planning

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

18 hours 41 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

19 hours 50 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago